Helping Clients Optimize Operations and Reduce Costs

Explore our collection of success stories, showcasing how we've helped businesses across various industries optimize their operations, reduce costs, and improve employee satisfaction through customized solutions.

Real Results, Real Impact

Success Stories & Case Studies

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Client:
Meg, a dedicated realtor

Success Story: Helping Meg, a Realtor, Maximize Her Family’s Health Benefits

Meg, a dedicated realtor, was looking for a way to enhance her family’s health benefit coverage. Her husband had a group benefits plan through his employer, but it didn’t cover everything they needed.

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General
Client:
Dr. Matt, a family physician

Success Story: Empowering Dr. Matt, MCFP, with a Flexible and Informed Benefits Strategy

Dr. Matt, a family physician with 1 dependent, was reviewing his benefit options and wanted to ensure he made the best choice for himself and his dependent.

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Health
Client:
Clinic

Helping Professional Clinics Compete and Grow: A Modern Benefits Strategy in Action

One clinic came to us facing a familiar problem: employee turnover, amplified by a highly competitive job market. Their existing benefits program wasn’t supporting retention or attracting new hires. They knew they needed a more strategic, responsive approach to stay ahead.

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Health
Client:
Building a Stronger Team

Building a Stronger Team: A Benefits Strategy that Supports the Trades

A construction company was facing a growing problem: employee turnover in the midst of an increasingly competitive labor market. With skilled tradespeople in high demand, the company found it difficult to recruit and retain qualified workers.

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Construction
Client:
Fio, owner of CR Contractors

Owner-Crafted Care: How a Health Care Spending Account Helped Fio Put His Family First

Fio, owner of CR Contractors, puts in long hours building a successful business—but when it came to health benefits, he had no safety net for himself or his family. Unlike employees at larger companies who often enjoy structured plans, Fio found himself without a solution that matched the demands of entrepreneurship and his desire to provide for his loved ones.

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Construction
Client:
A Custom Group Services Client

Building a Stronger Team: A Benefits Strategy that Supports Growth

A Custom Group Services client was facing a growing problem: employee turnover in the midst of an increasingly competitive labor market. With skilled tradespeople in high demand, the company found it difficult to recruit and retain qualified workers.

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